ML Agribusiness

By: Research Team

Description

Covering Global Agribusiness

Comment

Best last week among stocks was Incitec Pivot Ltd (IPL:AU) +5.28%, Mosaic Co/The (MOS:US) +5.07%, Astra Agro Lestari Tbk PT (AALI:IJ) +4.16%,

While worst last week among stocks was Tyson Foods Inc (TSN:US) -4.36%, Charoen Pokphand Indonesia Tbk PT (CPIN:IJ) -4.19%, Deere & Co (DE:US) -2.33%,

Best last month among stocks was China BlueChemical Ltd (3983:HK) +20.00%, FMC Corp (FMC:US) +19.77%, Mosaic Co/The (MOS:US) +18.50%,

While worst last month among stocks was Felda Global Ventures Holdings Bhd (FGV:MK) -22.92%, Tyson Foods Inc (TSN:US) -19.75%, Charoen Pokphand Indonesia Tbk PT (CPIN:IJ) -18.54%,

Best YTD among stocks was Sociedad Quimica y Minera de Chile SA (SQM/B:CI) +48.84%, FMC Corp (FMC:US) +44.47%, Deere & Co (DE:US) +33.08%,

While worst YTD among stocks was Associated British Foods PLC (ABF:LN) -33.42%, CF Industries Holdings Inc (CF:US) -30.46%, Yara International ASA (YAR:NO) -12.96%,

Companies Reported last month include:

Companies that will report next month include:

Ex Div Stocks Last Month:

Companies that will go ex-Div next month include:

Chart: Government Grain Interventions are Inflationary

Source: Liveming, RBI

Chart: Cattle futures at 6 year low catalyzing m&a in the sector

Source: ML

Chart: Most Profitable Weightings For AgriBusiness Basket - Momentum, Profitability and Risk

Source: ML

Chart: Kondratieff original stydy focuse on agri and other commodities

Source:

Chart: In 2013, the U.S. food and beverage manufacturing sector employed about 1.5 million people, or just over 1 percent of all U.S.

Source: USDA

Chart: In 2014, 17.3 million full- and part-time jobs were related to agriculture—about 9.3 percent of total U.S. employment.

Source: USDA

Chart: Households spend 12.6-percent on food ranked third behind housing (33.3 percent) and transportation (17%)

Source: USDA

Chart: Agriculture and agriculture-related industries contributed $835 billion to the U.S. gross domestic product (GDP) in 2014

a 4.8-percent share

Source: USDA

Chart: More Crops are Used for Animal Feeds

Source: WorldBank

Chart: Ferts Consumption Made a Big Jump

Source: WorldBank

Chart: Despite That Land under Cereals Has been Flat for A while

Source: WorldBank

Chart: To Produce More Food

Source: WorldBank

Chart: And Crops are Rising

Source: WorldBank

Agriculture Finance